You're getting me dizzy. If someone receives a tax refund, if they benefitted from the deduction of those taxes some of the refund might be taxable. in what year did they receive the refund from the 2017 return?
Sorry my head is spinning but I don't want to get you dizzy!!
They itemized in 2017 and received a NYS refund in 2018.
Would we have to manually input that in Part IV of Taxable Refund worksheet?
Line 13 Total Taxable refunds from 2017 or prior tax returns?